Why AMD Stock Just Crashed
By Rich Smith – Nov 25, 2025 at 11:27AM
Key Points
- Bloomberg reports that Meta is preparing to buy TPUs from Google.
- AMD had hoped that Meta would buy AMD GPUs, but that seems unlikely now.
A Google-Meta tie-up could be bad news for Nvidia -- and maybe AMD, too.
Don't look now, but the AI market just shifted -- and Advanced Micro Devices (AMD6.37%) investors are nervous.
Bloomberg reports Meta (META+3.35%) may purchase Tensor Processing Units (TPUs) designed by Alphabet (GOOG+1.18%) (GOOGL+1.05%) for use in Meta's artificial intelligence data centers. This is mainly bad news for Nvidia (NVDA3.48%) stock, because Nvidia has been selling a lot of Graphics Processing Units (GPUs) to Meta. It's also probably bad news for AMD, and AMD stock is now down 7.9% through 11:10 a.m. ET.
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